Blog posts in category Trusts & Estates Law

Wait! I needed that! (Crummey Trust Edition)

Posted on 10/26/2018 at 12:08 PM by David Gonzales

Categories: Banking Law, Trusts & Estates Law

Tagged As: Crummey Trusts, Iowa Trusts & Estates Law, trusts and estates, trusts and estates law

Wait! I needed that! (Crummey Trust Edition)

In part one and part two of this three part series, I examined the basics of Crummey Trusts for bank trustees and d...

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Do I Really Have to Send These Crummey Notices? It Depends on the “Totality of Circumstances”

Posted on 10/11/2018 at 12:19 PM by David Gonzales

Categories: Banking Law, David Gonzales, Trusts & Estates Law

Tagged As: Crummey Trusts, Iowa Trusts & Estates Law, trusts and estates, trusts and estates law

Do I Really Have to Send These Crummey Notices? It Depends on the “Totality of Circumstances”

My last blog, The Crummey Side of Trust Banking, examined the basics of the Irrevocable Life Insurance Trust. One of the...

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The Crummey Side of Trust Banking

Posted on 10/04/2018 at 01:04 PM by David Gonzales

Categories: Banking Law, Trusts & Estates Law

Tagged As: Banking & Finance Law - Des Moines Iowa, Crummey Trusts, Iowa Trusts & Estates Law

The Crummey Side of Trust Banking

This is the first in a series of three blogs dealing with bank trustee risk and Irrevocable Life Insurance (Crummey) Tru...

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The Hesitancy Behind Recognizing Common Law Marriages

Posted on 07/18/2018 at 12:05 PM by Regan Wilson

Categories: Family Law, Regan Wilson, Trusts & Estates Law

Tagged As: common law, common law marriage, divorce, divorce attorney, divorce attorney near me, divorce in Iowa, divorce lawyers, estate lawyer, estate planning, family court, family lawyers near me, Iowa Court of Appeals, Iowa family law, probate, spousal support, trusts and estates

The Hesitancy Behind Recognizing Common Law Marriages

Committed relationships come in all shapes and sizes. As cultural norms shift and expand, the obligation to walk down th...

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One family unit or two?

Posted on 08/14/2017 at 10:33 AM by David Repp

Categories: David Repp, Real Estate & Land Use, Taxation Law, Trusts & Estates Law

Tagged As: 2018 Tax Law, back taxes, back taxes help, best tax attorney, Des Moines tax attorney, estate lawyer, estate planning, estate tax, estate tax table, federal income tax return, file taxes online, find my friends, Gift Tax Regulations, income tax, income tax online filing, Internal Revenue Service, Iowa estate planning, Iowa Tax, irs tax help, joint revocable trust, online tax help, real estate attorney, real estate attorney near me, real estate lawyer, state tax help, tax filing, tax levy, tax online, tax preparation help, tax relief, tax settlement, tax solutions, trusts and estates, trusts and estates law, wills and trusts

One family unit or two?

Joint revocable trusts (“JRT”) for spouses seem to be gaining popularity in Iowa. Attorneys professing...

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IRC 2207A: Waiving recovery of estate taxes attributable to QTIP Trust

Posted on 04/25/2017 at 12:57 PM by Cody Edwards

Categories: Cody Edwards, Trusts & Estates Law

Tagged As: estate lawyer, estate planning, estate planning attorney, estate tax, Internal Revenue Code, Iowa Tax, QTIP, qualified terminable interest property, Trusts & Estates - Des Moines Iowa, trusts and estates, trusts and estates law, wills and trusts

IRC 2207A: Waiving recovery of estate taxes attributable to QTIP Trust

I’ll make this easy on you. Unlike a law school exam, I’m not going to make you spot the issue. The issue in...

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A professional note to Congress: How to increase taxes on farmers and make them very happy!

Posted on 03/07/2017 at 12:28 PM by David Repp

Categories: David Repp, Taxation Law, Trusts & Estates Law

Tagged As: Estate planning for farmers, estate tax, farm income, Farmers' Schedule F, Internal Revenue Service, supply side economics, taxable farm income

A professional note to Congress: How to increase taxes on farmers and make them very happy!

Congress and President Trump want to significantly increase military spending, which will be paid for by an increase in...

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I give all my assets to my children, per stirpes -- What?

Posted on 03/06/2017 at 11:41 AM by David Repp

Categories: David Repp, Trusts & Estates Law

Tagged As: inheritance, Iowa estate planning, Iowa State Bar Association, per stirpes distribution

I give all my assets to my children, per stirpes -- What?

Sometimes, when the business of law is slow, attorneys will spar with each other on social media. This happened this mor...

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Estate tax repeal bill introduced by the Senate

Posted on 02/16/2017 at 08:33 AM by David Repp

Categories: David Repp, Taxation Law, Trusts & Estates Law

Tagged As: Chuck Grassley, estate tax, Joni Ernst

Estate tax repeal bill introduced by the Senate

Twenty-eight Republican Senators, including senators Chuck Grassley and Joni Ernst, introduced a bill to terminate the F...

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The IRS never liked those valuation discounts

Posted on 08/25/2016 at 10:11 AM by David Repp

Categories: Banking Law, David Repp, Taxation Law, Trusts & Estates Law

Tagged As: Internal Revenue Service, Iowa banking law, Iowa Tax, Iowa Trusts & Estates Law, Baur Farms

The IRS never liked those valuation discounts

Everyone who has ever inherited shares of stock in a family corporation knows that they will be in it for the long run u...

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